Custom Objects
provides a powerful tool for businesses that need to manage complex data structures beyond simple contact or opportunity records. With the ability to create custom objects and associate them using custom labels, users can now organize, filter, and view their data in a way that best suits their operational needs, streamlining workflows and improving overall data management.This feature is only available on the $497 plan
What's New?
- Custom Object Creation and Management:Users can now create, edit, and delete custom objects directly from the platform. Each custom object can include its own custom fields and attributes, allowing full customization to suit business needs.
- Record Management for Custom Objects:Easily create, edit, or delete custom object records. All records are accessible in a streamlined list view with options to filter, sort, and manage visible fields.
- Associating Custom Objects and Contacts:Users can associate custom objects with other custom objects or contacts using custom labels. Labels can be single (e.g., "Owner") or paired (e.g., "Parent-Child," "Manager-Employee") for more granular relationship mapping.
- Customizable List View: Custom objects can now be viewed in a List View, offering sorting and filtering capabilities. Fields visible in the list can be customized, resized, and reordered based on user preferences. This view offers better visibility and control over the data, allowing users to manage multiple custom objects efficiently.
- Advanced Filtering and Sorting: Apply sorting to any field within the custom object list view, allowing users to prioritize and organize records more effectively. Use advanced filters to narrow down results, helping to quickly find specific object records or associations.
How to Use:
Create a Custom Object:
Navigate to Sub-account >> Settings >> Objects section, click Add Custom Object, and define the fields and attributes relevant to your object.
Manage Custom Object Records:
In the Custom Object list view, create new records, edit or delete existing ones, and view all associated records in one location.
Create Associations:
Use custom labels to link objects with each other or with contacts, allowing for easy navigation and organization of related information.
Customize Your List View:
Tailor the columns in your list view by selecting which fields to display, resizing columns, and rearranging them to fit your workflow.
Coming soon:
Integration with Workflow Automations:
Allow custom objects to be triggered or updated through workflows, adding more automation capabilities to streamline operations.